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HomeMy WebLinkAbout04-0303 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ',~('~e ~_ !. ,:~_ 'd_~, e.~c~ ~-e_.v No. also known as ~ c.,~,xe_ ~llvdZ-~ )~,,_~- To: Register of Wills for the ., Deceased. County of Social Security No. / Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execute. in the last will of the above decedent, dated and codicil(s) dated in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C_ ~ ~Ko- I~-,~. ~ County, Pennsylvania, with h ~ c- last family or principal residence at ~A)3e~^ A9 e,--I ~f (list street, number and muncipality) Decendent, then ~ ~ years of a~e, died )a/~ ~ c L.. Except as follows, decedent did~hot marry, was not divorced and did not have a child born or adopteci after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ] (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) presented herewith and the grant of letters theron..~. the probate of the last will and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEAL~TH OF PENNSYLVANIA COUNTY OF __~(_t,~'~V~/~(i,-~C~ f ~s The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of/.he above decedent petitioner(s) will well and truly administer the estate ac_cording to law. to or affirmed and subscribed ,_'/-"~,~~ k-,]i~ ~ ~ Sworn before me this' ~_~J~ --:day ~."r I ~,~o.~-~,,~ IIt~r~rz~tx~Jt ~].,~,~' Estate of .--C c-ec~ ©. 'Ta,cda r' , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters are hereby granted tO 14jt~C~q, in consideration of the petition on FEES Probate, Letters, Etc .......... $ Short Certificates(Z-) .......... $ Renunciation ...~.~Lc~$ ..... $ 3 · TOTAL $. 3-/,cc) Filed .... .~. 12-~ ~. ~J ...................... '3 Register of Wills j~ 6Lt~_ t ca 6 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: Irene O. Zeigler March 5, 2004 Admin. No. 21-04-0303 I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: Name Kimberley M. Hanlin Donna Rosario Lloyd Eugene Zeigler Address 435 Nealy Rd., Newville, PA 17241 139 E. Orange St., Carlisle, PA 17013 RD #1, Mt. Chapel Rd., Breezewood, PA 15533 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: 4/8/04 Name: Address: S~gnature Robert G. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity: Personal Representative ~ ,-._ ~ ~ Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 n__n__ fold ESTATE INFORMATION: SSN: 136-36-6829 FILE NUMBER: 2104-0303 DECEDENT NAME: ZEIGLER IRENE 0 DATE OF PAYMENT: 02/02/2006 POSTMARK DATE: 02/02/2006 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2004 NO. CD 006277 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $.55 I I I I I I I I TOTAL AMOUNT PAID: $.55 REMARKS: FREY AND TILEY CHECK# 6512 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ROBERT G FREY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-23-2006 ZEIGLER 03-05-2004 21 04-0303 CUMBERLAND 101 IRENE o Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ________________________~r-_________________________________________________ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF ZEIGLER IRENE 0 FILE NO. 21 04-0303 ACN 101 DATE 01-23-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. If APPLICABLE. A PR04ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2005 PRINCIPAL TAX DUE: 39.69 PAYMENTS (TAX CREDITS): r,_ " PAYMENT RECEIPT DISCOUNT (+) I ' . DATE NUMBER INTEREST/PEN PAID (-) I AMOUNT PAID T-' - " 12-30-2005 CD006160 1. 54- 41.23 r. ,""; .. '" .. , , I ',) (c' ) (. TOTAL TAX CREDIT 39.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .55 If IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .55 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRJ. YOU MAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS. J REGISTER OF WILLS OF (__],.,..~ k ~- I ,---- d._COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewzth. (each) being duly quahhed according to law, depose(s) and say(s) that. ~ t~a ....,-.~ nresent and saw the testakc, ~ ,, sign the same and t~at ~ s~gned a a w~tness at the requ~t of testate, X m h ~ presence and (m the prdsence of each ot~r) 0n the~sence of the Sworn to qr afnrm=a aha subscr, bed before ~ me this' ~ &a-~ day of ~,~ ~ c= 7D ~ (Name) REGISTER OF WILLS 0~ COUNTY OATH OF NON-SUBSC~BING WITNESS (each) a subscriber hereto, (each) being duly quahfxed acco&g to law, depose(s) and say(s) thal -' ~ familiar with the s,g..nature of'XX , testal-., of (one of the subs~bmg w~tnesses to) the ~fll presented herewith and ~ .... X'" X' cod,cfi that ~ beheves the s~gnature on the dl ~s m the handwrmng of Sworn to or affirmed and subscn~efore me thts day of ~ (Name) 19 (Address) (Name) (Address) Regtster I05 805 REV 9/86 Th~s is to cemfy that the ]nformauon here g~ven is correctly cop]ed from an original cemficate of death duly fde s Local Registrar The original certfficate will be forwarded to the State Vaal Records Office for permanent fihng WARNING' It ~s illegal to duplicate this copy by photostat or photograph. Fee for this certfficate, $2 00 P ~015963~ No Local Regtstrar MAR 9 200 , Date CERTIFICATE OF DEATH IxJ Irene O. Zelgler Cumberland Carlisle 136 -- 36 ~829 ,March 5, 2004 Teacher 435 Nealy Road Newville, PA 17241 Wxdowed Walter Oliver Hanlzn cumberland Valley Memorial ~0o 3 57' LAST WILL AND TESTAMENT OF IRENE OLIVER ZEIGLER I, Irene Oliver Zeigler, presently of Newville, County of Cumberland, Commonwealth of Pennsylvama, being of sound mind and d~sposing memory, do hereby make, publish and declare tbas to be my last Wdl and Testament, revoking any and all previous Walls and Codicils, and hereby will and dispose of all the property which I own at my death in the following manner' As Executrix of this, my will, I name and nominate my granddaughter, Kimberley Michelle Hanhn, If she shall for any reason fail or be unable to serve as Executrix then I name, my grandson-in-law, Brent Edward Hanlin II I direct that my debts and the expenses of my last illness and funeral shall be paid by my Executrix as soon after my decease as may be convenient III I direct that my monies and personal effects be dtsposed of in the following ltlanner: My cherry secretary I bequeath to Donna Francisco Rosario. My chma d~sh pattern and cedar hope chest I bequeath to Madeleine Kate Kristine Hanlin My d~amond engagement ring and amethyst nng I bequeath to Madeleine Kate Kristine Hardin. My dining room furniture I bequeath to Kimberley Michelle Hanlm. My bedroom state and living room furniture I bequeath to Lloyd Eugene Zeigler. My 1967 Buick R~viera I bequeath to Lloyd Eugene Zeigler. The balance of my momes and personal effects I bequeath to Kimberley Michelle Hanlin 1N WITNESS WHEREOF, I have hereunto set my hand and seal this day of ]")~/~gr ,2003 to this my Last Will and Testament. ~ ~, Irene Ohver Zel~ler~7 ~ '~, On the day of .l~)z~e.~n ~ , 2O03, Irene Ohver Zelgler declared unto us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as w~tnesses to the same and to her signature thereon. She Thereupon signed this Will in our presence, we all being present at the same time, and we now, on the same date, at her request, hereunto subscribe our names as wxtnesses. And each of us declares that he believes this Testatrix to be of sound mmd and memory Address ~,~,,OOlll,~,,~t,~ ~'~oQql Address Pc,,_ t'Taql 217. REV-1500 EX (e:OO) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER FILE NUMBER 21-04-303 COUNTY CODE "EAR .. z w o w o w o DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Irene 0, Zei ler DATE OF DEATH (MM.DD-YEAR) "tHIS REl"URN NUSl" BE FILED IN DUPLlCAT Ii THE SOCIAL SECURITY NUMBER 136-36-6829 DATE OF BIRTH (MM.DD- YEAR) 3/5/2004 2/26/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDlE INITIAL) REGISTER OF WILL SOCIAL SECURITY NUMBER ~ ~Sw u"~ w2ig "'''~ U~m ~ tachSctlO) DTO: OriglnalReturn Supplemental Return 03 05 Federal Estate Tax Return Requi Remainder Return (date of death prior 13-82) Future Interest Compromise (date of death after 12-12-82) limited Estate Decedent Died Testate (Attach copy of Will) Decedent Mairltained a living Trust (Attach copy of Trust) 1 8. Total Number of Safe Deposit Bo 011 Ejection to tax under Sec, 9113( l ~IQtl;$ffOUI:D'aE'DIRE litigation Proceeds Received SpclUsalPovertyCredtt(dilleofdealhbel!Ween 12.J1-91 and 1-1-95) .. Z W o Z ~ Ul W .. .. o o NAME Robert G. Fre FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 717-2434-5838 1. Real Estate (Schedule A) (1) NONE (2) NONE (3) NONE (4) NONE OFFICIAL USE 0 '" ;- :~ , ;;...n 2. Stocks and Bonds (schedule B) ~ I 3. Closely Held Corporotion, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 1,427 (5) (6) NONE -'J z o ;:: 5 ::> .. it ~ .. 6. Jointly Owned Property (Schedule F) Dseparate Billing Requested 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) NONE p....) r0 ~) 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 1,427 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4,045 10. Debts otDecedent, Mortgage liabilities, & liens (Schedule I) :10) NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) 4,045 -2,618 (11) (12) 12. NET VALUE OF ESTATE (Line 8 minus !..ina 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) (14) -2,618 14. Net Value Subject to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a){1.2) x .0 (15) Z 0 ;:: 16. Amount of Line 14 taxable atlJneal rate .0 (16) ~ x ::> .. :& 17. Amount of line 14 taxable at sibling rate X .12 (17) 0 0 S 18. Amount of Line 14 taxable at collateral rate X .15 (18) 19. Tax Due (19) 200 'I 1 ' J ~ '1,1~ .j'::l~!<L'I;';i.' 1~ 1,\'l~~1'" " ' '''.~- , '. ~, ',"",iWi "~:"'1"\7 ~"'r.'!'I:;"""'~'"~'-"- ". ~ 'W--~~ ~~ ~ :J: :l~Li ~~ ~ 1 1-.:..,', j:...- ~~';:~~~-!:ttit(;n~~J":_;E~~=iit-)~2~-1,; ~"I&l~J.t.g~aJ 'U-i'W~r':J It<',( - ,J 217 Decedenfs Com lete Address: STREET ADDRESS 435 Neal Road Irene O. Zeigler CITY Newville STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditS/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A+ B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. TotallnteresVPenalty (0 + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. Check box on Page 1 LIne 20 to request a refund (3) 5. (4) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Entel'the interest on the tax due. (SA) B. Enter the total of Line 5 + SA This is the BAlANCE DUE. (56) Make Check Payable to: REGISTER OF WILLS, AGENT ;:\ri~':""il,;->,. ~}"',' ~, 136-3 829 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. Did decedent make a transfer and: a. retain the use or income of the property transferred; Yes o o o o o o o No o o o o o o o IF llIE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPlETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest or 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 1Z,1982,did decedent transfer property within one year of death without receiving adequate consideration? 3. Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity or other non~probate property which contains a beneficiary designation? Under penalties of perjury, I declare lOOt I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, and te. Declaration 0( er other than the sanal r esen\a\ive Is based on all informalion 01 which re arer has clll knowled e. SIGNAT RE Of PERSON RESP SIBLE FOR FILING RETURN DATE b)...D 05 17~ / o ~ ADDRESS -5 S..-t\..... C &-J' \; '>,~ f{\ \ 013 FOf dates of death 00 or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to ar for the use of the sulVillingspouse \s3% (72 P.S. Section 9116 (a)(1.1){i)]. For dates of <leath on or after January 1, 1995, the \all rate Imposed on \henet value of transfers to or lor the use of the surviviog spouse is 0% [72 P.S. SectiOll 9116 (a){1.1)(ii)]. The statute does nol exempt a transfer 10 a surviving spouse from tax, aod the statutory requirements fOr disclosure of assets and filing a tax return are still applicable even if the surviving spo\.lse is the only beneficiary. For dates of death on or after July 1, 2000; The tax rale imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death 10 or for the use of a natural parent, an adoptive paren\' or a slepparent of the child is 0%172 P.S. Section 9116(a)(1.2)]. os The tax r9te imposed on the net value of transfers 10 ar for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116{a)(1)]. The tall rate imposed on the net value of transfers to or for the use of the decedenl's siblings is 12% [72 P.S. Sedion 9116(a)(1.3)J .A sibling is defined, under Section 9102, as an individual who has at least one p,mml in common with the decedent. whether by blood or adoption AT REV-1508 EX + (1-97) (I) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Irene O. Zeioler 21-04-303 lndlJ:le the proceeds oll~igallon and tile date me proceeds we~ received by Ihe estlAe. A.LL PROPERTY JQINTl V-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE ITEM VALUE P DATE NUMBER DESCRIPTION OFD rH 1. Coin Collection. See attached itemization 794 2. F&M Trust Bank Account. See statement attached 189 3. Income tax refund 444 TOTAL (Also enter on line 5 Recanitulation $ 1427 (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX'" (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Irene O. Zeinler 21-04-303 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMcllIliI"T A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s} Commission Paid: 2. Attorney Fees 500 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Kiberlv M. Hanlin Street Address 435 Nealv Road City Newville State PA Zip 17241 Relationship of Claimant to Decedent DauQhter 3,500 4. Probate Fees 45 5. Accountant's Fees Included :l tty. Fees 6. Tax Return Preparer's Fees Included i tty. Fees 7. TOTAL (Also enter on line 9 Recaoitulation $ 4045 (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Irene O. Zeinler FILE NUMBER 21-04-303 RELATIONSHIP TO DECEDENT Do Not List Trustee/s) NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Kimberly M. Hanlin 435 Nealy Road Newville, Pennsylvania 17241 Granddaughter AMOUNT 0 OF ES HARE E 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE, ON REV-1500 COVER ~~ET II, NON-TAXABLE DISTRiBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 1$ NOT BEING MADE 1, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) DESCRIPTION DATE MINTED QUANTITY VALUE TOTAL Susan B Anthony Dollars 1979 15 1.45 21.75 Silver Dollar 1971 3 2 6.00 Silver Dollar 1886 1 9 9.00 Silver Dollar 1889 1 9 9.00 Silver Dollar 1899 1 9 9.00 Silver Dollar 1890 2 9 18.00 Silver Dollar 1921 2 7 14.00 Silver Dollar 1922 2 7 14.00 Half Dollar 1964 6 3.25 195.00 Half Dollar 1776-1976 4 0.9 3.60 Half Dollar 1967 12 1.5 18.00 Half Dollar 1963 1 2.25 2.25 Half Dollar 1968 7 1.5 10.50 Half Dollar 1966 3 1.5 4.50 Half Dollar 1965 1 1.5 1.50 Half Dollar 1969 1 1.5 1.50 Half Dollar 1971 1 1 1.00 Buffalo Head Nickel 1919 2 1 2.00 Bicentennial Quarter 1776-1976 110 0.5 55.00 Quarter Dollar 1964 11 1.5 16.50 Quarter Dollar 1963 1 1.5 1.50 Quarter Dollar 1960 2 1.5 3.00 Quarter Dollar 1959 1 1.5 1.50 Quarter Dollar 1957 2 1.5 3.00 Quarter Dollar 1962 1 1.5 1.50 Quarter Dollar 1943 1 1.5 1.50 Quarter Dollar 1944 1 1.5 1.50 Quarter Dollar 1942 1 1.5 1.50 Nickel 1906 1 0.8 0.80 Nickel 1890 1 4 4.00 Nickel 1899 1 1.5 1.50 Dime 1976 1 0.4 0.40 Dime 1960 1 0.45 0.45 Dime 1963 1 0.45 0.45 Dime 1964 2 0.45 0.90 Dime 1953 1 0.5 0.50 Dime 1962 1 0.45 0.45 Dime 1943 1 0.5 0.50 Nickel 1943 1 0.5 0.50 Nickel 1945 1 0.5 0.50 Penny 1934 2 0.1 0.20 Penny 1945 1 0.1 0.10 Penny 1930 1 0.1 0.10 Penny 1943 1 0.1 0.10 Penny 1917 1 0.25 0.25 Penny 1981 1 0.1 0.10 Quarter Eagle 1926 1 130 130.00 Half Eagle 1838 1 225 225.00 TOTAL 793.90 source used; A GUIDE BOOK OF UNITED STATES COINS 4 TH EDITION 1996 LAST WILL AND TESTAMENT OF IRENE OLIVER ZEIGLER I, Irene Oliver Zeigler, presently of Newville, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and disposing memory, do hereby make, publish and declare this to be my last Will and Testament, revoking any and all previous Wills and Codicils, and hereby will and dispose of all the property which I own at my death in the following manner: 1. As Executrix of this, my will, I name and nominate my granddaughter, Kimberley Michelle Hanlin; If she shall for any reason fail or be unable to serve as Executrix then I name, my grandson-in-law, Brent Edward Hanlin. II. I direct that my debts and the expenses of my last illness and funeral shall be paid by my Executrix as soon after my decease as may be convenient. III. I direct that my monies and personal effects be disposed of in the following manner: My cherry secretary I bequeath to Donna Francisco Rosario. My china dish pattern and cedar hope chest I bequeath to Madeleine Kate Kristine Hanlin My diamond engagement ring and amethyst ring I bequeath to Madeleine Kate Kristine Hanlin. My dining room furniture I bequeath to Kimberley Michelle Hanlin. My bedroom suite and living room furniture I bequeath to Lloyd Eugene Zeigler. My 1967 Buick Riviera I bequeath to Lloyd Eugene Zeigler. The halance of my monies and personal effects I bequeath to Kimberley Michelle Hanlin. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6)8 day ofi)"I!1.i-nL7t.J , 2003 to this my Last Will and Testament. 'L- ,? ) fl>-i.-il.<--L-. /u~hA-.-/ Irene Oliver Zeigler COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone June 14, 2005 717-783-6893 Robert G. Frey 5 S. Hanover SI. Carlisle, Pa. 17013-3385 Re: Estate of Irene O. Zeigler File Number 2104-0303 Dear Mr. Frey: This is in response to your letter of June 9, 2005, concerning the Inheritance Tax return due in regards to the above referenced estate. Since it is apparent that you will be unable to file a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the Department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. Thank you for your cooperation and if I may be of any further assistance, please feel free to contact this office. ('I U"') rei Fulmer I heritance Tax Division Bureau of Individual Taxes r--- \--',-, ~,L 09-05-2005 ZEIGLER 03-05-2004 21 04-0303 CUMBERLAND 101 APPEAL DATE: 11-04-2005 ( See reverse side ..nder Objections) AMount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY:is4'-Ex-AFP-io3:os3-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMEMT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX IRENE 0 FILE NO. 21 04-0303 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , rr::('''lDDff' i)~rlCF 0: NOTICE OF INHERITANCE TAX ""~EAU OF INDIVIDUAL,ItAXU;<-~ v~ , -- :'APPRAISEHENT, ALLDIIANCE OR DISALLONANCE ~,*:~T~~O~AX DIVISION "~-" I ~ i I " ._ :-j OF DEDUCTIONS AND ASSESStlENT OF TAX HARRISBURG PA 17128-0601 7015 sr::r - 2 Pi112: I 0 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CLEP/, OFp:-",,~,'i:': ,",,', ROBERT G F~EV 5 S HANOVER ST CARLISLE PA 17013 ESTATE OF ZEIGLER TAX RETURN WAS: ( I ACCEPTED AS FILED ( X I CHANGED SEE DATE 09-85-2005 ATTACHED NOTICE I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A~unt of Line 14 at Spousel rat. (15) 16. A.aunt of Line 14 taxable at Lineal/Class A rat. (16) 17. Mount of Lin. 14 .t Sibling rat. (In 18. A.aunt of Line 14 taxable at Coll.teral/Class Brat. (18) 19. Principal Tax Due I RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. stocks ....d Bonds (SChedule B) 3. CloselY Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) 6. Jointly Owned Property ISchedula F) 7. Transfers (Schedule &) 8. To~al Assets UI (21 131 (41 (5) (61 (71 .00 .00 .00 .00 1.427.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Llabl1i~ies/Llens (Schedule I) 11. To~.l Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.t. Subject to Tax 191 UOI 545.00 NOTE: . DO X 882.00 X .00 X .00 X INTEREST/PEN PAID (-I Al'IOUNT PAID DATE NUIIIIER INTEREST IS CHARGED THROUGH 09-20-2005 AT THE RATES APPLICABLE AS OUTLINED ON ~ .REVERSE SIDE OF THIS FORM IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TDTAL DUE THE *' REY-1547 EX AFP (16.05) IRENE o NOTE~ To insure proper c~dtt ~o your account, s~lt the upper portion of this form with your tax pa~nt. 1,427.00 DO U1I (121 (3) U41 liCit; on 882.00 .00 882.00 00 = 045 = 12 = 15 = .00 39.69 .00 .00 39.69 1191= .00 39.69 1.54 41. 23 1 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE srOE OF' TIIT~ 11:'''- ~n." ......___..____u_ REV.1470EX(6-88j '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES pO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER IRENE 0 ZEIGLER REVIEWED BY ACN 2104-0303 101 John Kealy ITEM SCHEDULE NO. H B-3 EXPLANATION OF CHANGES The claim for the family exemption has been disallowed. The claimant must be a spouse or if no spouse, a parent or child living in the same household as the decedent as of the date of death. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HANLIN KIMBERLEY MICHELLE AKA 435 NEALY ROAD NEWVILLE, PA 17241 -------- fold ESTATE INFORMATION: SSN: 136-36-6829 FILE NUMBER: 2104-0303 DECEDENT NAME: ZEIGLER IRENE 0 DATE OF PAYMENT: 12/30/2005 POSTMARK DATE: 12/30/2005 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2004 NO. CD 006160 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $41 .23 I I I I I I I I TOTAL AMOUNT PAID: $41.23 REMARKS: BRENT E HANLIN KIMBERLY Z HANLIN CHECK# 3023 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: Irene O. Zeigler Date of Death: March 5.2004 Will No. Admin. No. 21-04-0303 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ( X ) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No (X ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 3. 2006 Signature Robert G. Fre Name (Please type or print) 5 South Hanover Street Carlisle. Pa 17013 Address (717) 243-5838 Telephone No. ,:,Capacity: ( ) Personal Representative ( X) Counsel for personal representative \\ t BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) u DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-23-2006 ZEIGLER 03-05-2004 21 04-0303 CUMBERLAND 101 IRENE o ROBERT.G FREY 5 S HANOVER ST CARLISLE Anount Renitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF ZEIGLER IRENE 0 FILE NO.21 04-0303 ACN 101 DATE 01-23-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2005 PRINCIPAL TAX DUE: 39.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-30-2005 CD006160 1. 54- 41. 23 TOTAL TAX CREDIT 39.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .55 III IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .55 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) RK BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ROBERT G FREY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-21-2006 ZEIGLER 03-05-2004 21 04-0303 CUMBERLAND 101 IRENE o Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this form with your tax paYllent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF ZEIGLER IRENE 0 FILE NO.21 04-0303 ACN 101 DATE 02-21-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2005 PRINCIPAL TAX DUE: 39.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-30-2005 CD006160 1.54- 41.23 02-02-2006 CD006277 .55- .55 TOTAL TAX CREDIT 39.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 if SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~. /'1 r.\.! " \ v